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peterlu
Occasional Member - Level 1

How to alert accounting once the expense report is approved?

Hello,

Is there a way to setup an alert to accounting once the expense report is approved?  Thanks.

 

4 REPLIES 4
SurjithK
Occasional Member - Level 1

hi 

 

What is the approval status when it send to Accounting ?

 

Regards

Surjith

KevinD
Community Manager
Community Manager

@SurjithK The default status is Approved & In Accounting Review. However, this name can be customized if need be.


Thank you,
Kevin
SAP Concur Community Manager
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peterlu
Occasional Member - Level 1

Is there a way that Concur will send an email to accounting notifying the expense report is at "Approved & In Accounting Review" status?  Thanks.

rohanpatil
Super User
Super User

Hi @peterlu ,

 

You could theoretically setup a step rule in the approval step of the workflow and configure that step rule to send an workflow email notification to accounting email address. I am unsure as to why this is needed though. normally, Accounting will set a frequency (once daily) to check for claims ready for processing and then process them.

 

Best regards / Mit freundlichen Grüssen,

Rohan Patil
SAP Concur Community enthusiast
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